01/25/2019
He will work alongside managing partner Caldecott, contributing to the partnership’s investment strategy and fund selection for the firm’s discretionary clients, as well as the Melchior Global Conservative fund.
01/24/2019
The Embleton Curtish Quackenbush Group includes eight advisors
01/24/2019
Kristina Fox has joined BNY Mellon Investment Management from Third Avenue Management.
01/24/2019
He will continue to offer his tenured expertise in navigating complex fiduciary relationships, as well as his industry-recognized thought leadership.
01/24/2019
We are happy to have him aboard.
01/24/2019
Kristi Mitchem will step aboard on March 18, as Richard Wilson retires
01/24/2019
Mayer previously worked at UBS Wealth Management for 10 years
01/24/2019
Oertle will look after the private and corporate clients department and will start his new role on 1 March 2019.
01/23/2019
CEO of Omnicom Group's Digital Strategy Consultancy is Appointed for Outstanding Digital Expertise and Knowledge
01/23/2019
Reto Marx joins the local management of VP Bank Ltd Singapore Branch as head of client business.
01/23/2019
BLKB is now set to hire two bankers to replace the departing members. These elections to the bank council will take place this spring.
01/22/2019
Former Selector cover star takes boutique CIO post
It is understood that he stepped down from CFM Indosuez Wealth Management in January
01/22/2019
During this time she acquired relevant knowledge through online courses and trainings in both Namibia and South Africa, that has enabled her to truly understand the Namibian financial services landscape.
01/22/2019
He started his career at Société Générale Private Banking in Luxembourg.
01/22/2019
Tan reports to Lavanya Chari, interim Global Head of Global Products & Solutions.
01/22/2019
Based in Jersey, but covering all the Channel Islands, Huchet is also a member of the Executive Committee of Kleinwort Hambros.
01/21/2019
In her new role, Hunt will be leading the strategic and operational development of the St James’s Place
01/21/2019
Newly created role
01/21/2019
Giuseppe Rovani and Fulvio Albarelli report directly to the coordinator of the wealth management area of the Group, Paolo Magnani.
01/21/2019
The appointment comes at a time when private banks are increasingly expanding their offering to the north of England